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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,791 | $154,228-41.1% | $145,433-37.6% | $137,256-33.9% |
| Participation rate | 90.9% | 83.8%+7.1pp | 82.1%+8.8pp | 80.0%+10.9pp |
| Annual return | 54.89% | 74.59%-19.7pp | 66.58%-11.7pp | 220.34%-165.5pp |
| Employer contribution / active EE | $3,435 | $4,804-28.5% | $4,554-24.6% | $4,156-17.4% |
| Participant deferral / active EE | $6,444 | $8,216-21.6% | $7,897-18.4% | $6,407+0.6% |
| Admin fee / account holder | $5,861 | $14,344-59.1% | $13,129-55.4% | $12,270-52.2% |